Member Info for smkr

Some decent buying today.

Podcast interview with CTO

https://thatstocksguy.substack.com/p/defence-holdings

Https://www.cityam.com/uk-defence-tech-pivots-from-taboo-to-city-darling/

Probably 27m of RF’s 57m there? maybe more gone today the way price was stuck?

The Taronga deposit is one of the simplest hard rock tin projects in the world and consists of coarse cassiterite within sheeted veins that tend to break open preferentially on crushing. It outcrops, sits on a hill and is readily mineable as a low strip ratio open pit. Previous mineral processing testwork suggests good recovery with most cassiterite being liberated at a very coarse crush size. Because of these characteristics, the deposit will be very simple to mine and process and subsequently will have a very low mining and processing cost. Based on a mine production schedule that called for a total production of 23.2Mt at 0.16% Sn, the PFS showed robust economics.

Lads it will be over 0.2 to buy soon. EU strategic resource incoming. Germanium selling for $6m a tonne now, about to be proven up - that’s on top of the billions $ in zinc. Hold for the drill program soon 🔜

Heading off to Perth Australia now. Lot of great things to do there for the next week or so. @WishboneGoldPlc #WSBN @Riversgold_Ltd $RGL and also seeing the major players at Cloudbreak #CDL

https://x.com/davidlenigas/status/1959617856447918407?s=46

Riversgold is the Jv partner at ORCP. Leni is on board of directors at Riversgold in Australia . Updates pending be early

Remember what you hold, and hold them tightly

The partnership's first AI product is already under development for the UK Ministry of Defence. While details remain part of an operationally classified programme, it represents a commercially significant opportunity with long-term deployment potential.

World class tier 1 resource chaps. Much higher it goes

"These results further demonstrate the outstanding grades and near-surface potential at Elizabeth Hill. Intercepts of up to 10,049 grams per tonne silver and 11.1 grams per tonne gold are exceptional outcomes from the maiden programme and confirm the significant value in the project.

"With Alien's 30%, which is interest-free, carried through to decision to mine, our shareholders retain strong exposure to any success at Elizabeth Hill. We look forward to further assay results expected in the coming weeks."

Transcript snippets..

Andy McCartney (06:32)

Whitespace has been working for years with senior decision -makers, not just in the MOD,

but across the UK's national security community to solve their most complex real -world challenges. This is about understanding the mission from the inside and building trust, and more importantly, deployable solutions.

Andy McCartney (06:50)

Everything we are doing at Defence Holding is aligned with the government's SDR. The

SDR isn't just a document for us. It's a roadmap.

Andy McCartney (07:13)

Whitespace's own technology is already deployed and proven in the field. And as you

mentioned, they've built and deployed the complex AI solution currently operating on the likes of a UK aircraft carrier, a genuine world first that puts AI to tactical age.

Andy McCartney (07:27)

Furthermore, the company was rightly recognized by the UK Defence Secretary as one of the most important AI companies for the UK defence. Our strategic partnership with Whitespace is the key that unlocks this potential for defence holdings.

Andy McCartney (11:11)

This fundamentally changes our delivery model. It enables us three things, I suppose.

Andy McCartney (11:16)

To deliver speed, we can now deliver, develop and deploy advanced capabilities in weeks, not months or years. This agility is crucial and directly aligned with our five -year software strategy and the core demands of the strategic defence review, which calls for innovation at wartime pace.

Andy McCartney (11:35)

Also, we get to build with the best. Because collective operating system is a modern

flexible platform, we can build our applications alongside the very companies defined in the future of AI, like Google, Microsoft and OpenAI.

Andy McCartney (11:47)

We can integrate the latest advancements from the commercial world into our defence

-grade solutions securely and rapidly. And also not the last point would be, we're joining

an exclusive club here.

Andy McCartney (12:00)

This ability to deploy complex AI applications directly to end users in highly secure environments puts defence holdings in a very exclusive category. We're not just creating technology, we're actually delivering tangible impact to the warfighter and working with the future decision makers in AI.

Andy McCartney (12:18)

This isn't a long -term ambition, just in case you're asking, it is happening now. We will

be delivering key applications that are critical to UK defence before the end of this

financial year.

Decent .. Whitespace collective operating system is key .. already trusted by MoD as being secure and suitable. You can’t just rock up with Ai software for defence sectors without being enabled on a secure system

Yeah definitely disappointed that Ufo’s WCE interest has risen from £17m to £19m overnight 😂

Https://x.com/alloyferro/status/1938518365959528765?s=46

#FAR has developed a new CBS product, alongside the previously announced CBS product, based on processing high-carbon waste rock from existing pit shells. After lab testing, a 20t sample of the new product is being sent to a potential customer for industrial testing.

—-

The most significant of those by-products is carbon, which makes up more than 8% of the ore and is in a form similar to carbon black.

Studies have been carried out on the enrichment of the carbon from the ore, following the recovery of the vanadium and other metals, and the potential use of this material as a substitute for carbon black in the production of rubber, tyres in particular. For this purpose a 40% carbon concentrate can be produced by flotation, with the remaining material, principally comprising silica. An alternative use of the carbon-silica tailings for making ferro-silicon has been successfully tested.

The Company has completed testing on the carbon concentrate and the results have confirmed the suitability of the concentrate for use in tyre rubber manufacture and other rubber applications.

The testing undertaken has shown that the carbon concentrate can be successfully used as a partial substitute for conventional carbon black filler in a passenger car tyre sidewall compound formulation. The results show that with a substitution of up to 10% it was possible to produce compounds with similar physical properties to that of the carbon black control formulation. In particular a sample comprised of 90% carbon black, N660 grade, and 10% carbon concentrate from the Balasausqandiq ore yielded properties similar to those of the control compound and would, therefore, be expected to deliver similar performance in a tyre.

west coast has now risen to an a$64 million market capitalisation, so alien’s value in the assets is now worth circa £17 million.

however, even after the rise, the market cap only covers the wce value - and assigns zero enterprise value to han****.

so we’re only just getting started.

world class grades confirmed

put simply:

west coast’s maiden diamond drilling program has delivered results that stand among the highest grade silver intercepts reported globally in recent years.

the standout drill hole, 25wcdd011, returned multiple exceptional intercepts that confirm the continuation of the deposit's grade profile:

the headline result of 2m @ 10,049 g/t silver from just 63 metres depth represents one of the highest-grade silver intercepts reported by any publicly listed company in 2025.

to provide global context, most silver projects considered ‘high-grade’ typically report intercepts in the range of 200-500 g/t silver.

results exceeding 1,000 g/t are rare, while anything approaching 10,000 g/t is exceptionally uncommon.

there’s a ‘b’ word here that many like to use, but it feels a little redundant.

bonanza is the word

Defence Holdings | Live Broadcast

Join us as we share a management update, progress against our five-year plan, and the next phase in building sovereign, software-led defence capability.

📅 10am. Monday. 25th August 2025

🔴 Streaming live on X

https://x.com/wearedefence/status/1959560898026016865?s=46

Good day for related co’s in usa yesterday.. screenshot

https://i.ibb.co/bRm6vMjZ/IMG-9427.jpg

This article is a really good read, worth 5 minutes of your time. Some snippets..

“Defence Secretary John Healey declared that artificial intelligence (AI) would be at the centre “of a new way of war”. To make good on that promise, the Treasury earmarked £4bn in the Spending Review, explicitly for autonomy.”

“Such projects are possible only because of industry. The British armed forces are no longer producers but customers. In 2023–24 the MoD spent £37.6 billion on industry contracts, an increase of £4.6bn from the previous year.”

“Tussell, a contracts-tracking firm, calculates that the MoD is the UK’s third-largest government body in terms of AI contracts”

“Palantir has thus embedded itself deeply in the machinery of the state. Its proprietary frameworks have become the skeleton of government data handling.”

https://aoav.org.uk/2025/data-drones-and-dependency-britains-ai-war-machine-examined/

Weardale were skint if you looked on company house. So they’ll raise, and maybe higher book value, but then Mac will need to stand their corner to maintain their % or get diluted. So where’s the cash to invest more into Weardale.. there’s none

Feels like a strong close incoming

It’s picking up again. pivotal moment indeed, years waiting